Ensure A+ Service with Rules to Escalate Customer Records and Cases to Appropriate Users
The Escalation Management add-on for SuiteCRM automatically escalates records to other members in the operational hierarchy when the record meets certain rules. Users can enter new rules that contain all types of defined criteria, from team organization, business hours, annual holidays, etc. This add-on helps prevent your customer issues from getting lost or going unanswered.
The Significance of Customer Self-Service in the Digital Age
Customers in general aren’t the bedrock of your business – but **happy customers** are. They stay with you longer and bring profitable opportunities. Your marketing should mainly focus on delighting your customers. It attracts new customers who keep buying your products and services again, and most importantly, they spread the word through referrals and social media.
Capture SuiteCRM User Activity by Module, Function, and Time
How do you know if your CRM platform is being used productively by your team? With the User Analytics CRM add-on, gain valuable insights to understand exactly how SuiteCRM is being used on a daily basis. Get analytics like CRM usage by module with the number of records created, updated, or deleted, plus time spent on each function.
Connect with Your Customers Using WhatsApp for SuiteCRM
The more ways you can connect with your customers, the more sales and support wins you can achieve. The Brainvire WhatsApp Extension enables you to conveniently communicate with clients via WhatsApp messages in SuiteCRM.
[Video Tutorial]: Track Your Sales Cycles with Workflows and Background Updater for SuiteCRM
One common case we’ve seen, in terms of sales organizations using SuiteCRM, is the need to track how long their unique sales cycles are. Our team at Jackal Software has created a helpful video to demonstrate how to use the built-in SuiteCRM workflows along with our developed solution, Background Updater, to track the number of days opportunities are open until closed.
Random Spotlight
-
Dashlet Roles
Be explicit about which users have access to each specific dashlet. Enable or disable dashlets for certain types of users regardless of what their permissions are to that module. Gives finer control over the data available to a user from the home page dashboard.
-
Tally Integration with SuiteCRM
Tally helps your business manage accounting and inventory in a simplified way, and now you can access the convenience of Tally within SuiteCRM. Sync your Account, Product and Invoice categories from Tally to SuiteCRM. Create new accounts in Tally from your CRM, link and sync existing CRM accounts in...
-
Glances - Integrate SuiteCRM with all your apps
The simplest way to work™. Glances integrates SuiteCRM with all your favorite workplace apps, acting as your go-to hub for real-time customer insights and personal tasks.
- Show more addons